LatAm Capital Goods & Transportation Road Ahead (Jun. 15): Potential C-390 Unit in India, Eve’s Certification Strategy, West Network Sent to TCU

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LatAm Capital Goods & Transportation Road Ahead (Jun. 15): Potential C-390 Unit in India, Eve’s Certification Strategy, West Network Sent to TCU

J P M O R G A N Latin America Equity Research

15 June 2026

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LatAm Capital Goods &

Transportation

Road Ahead (Jun. 15): Potential C-390 Unit in India,

Eve’s Certification Strategy, West Network Sent to TCU

Upcoming Events This Week Latin American Capital Goods

• Mon. (Jun. 15): IMEA Data @ 5pm ET Marcelo Motta AC (55-11) 4950-6712

Top News from Past Week: marcelo.g.motta@jpmorgan.com

Jonathan S. Koutras

• Embraer to set up India military aircraft unit if it wins C-390 order. Embraer (55-11) 4950-3549

plans to establish its first overseas production facility in India to manufacture the jonathan.s.koutras@jpmchase.com

KC-390 Millennium military transport aircraft, contingent on winning an Indian Latin American Transportation

Air Force order that could total 60-80 aircraft. The company has partnered with AC Guilherme Mendes

both Mahindra Group and Adani Defence & Aerospace to build manufacturing (55-11) 4950-4105

and MRO capabilities in India. The tendering and contracting process is expected guilherme.g.mendes@jpmorgan.com

to take 1.5-2 years to conclude. If selected, India would become the only country Julia Orsi

outside Brazil to produce the C-390, while Embraer also plans to establish an (55-11) 4950 3351

ecosystem for its civilian passenger jets in the country - Economic Times (Jun. julia.orsi@jpmorgan.com

15). Banco J.P.